33 Backstop Solutions Testimonials

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  • “The Backstop software is constantly evolving, and the team behind it does a great job of listening and working with their clients to make their experience better, improving Backstop's functionality. Most importantly, the people behind the software truly believe in their product.”

  • “Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”

  • “It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”

  • “Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”

  • "We’re using Backstop to track where we are in the lifecycle of an investor – from prospect to close to stewardship.”

  • "Most funds are not managed by a nonprofit organization. We have to be entirely transparent in the way our Fund spends its resources.”

  • “We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”

  • “By using Backstop, our managers can easily access financial information and analysis anytime when making investment decisions.”

  • “Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have them with.”

  • “Well tailored for the needs of the PE/VC industry and fundraising efforts."

  • “We run private commingled funds across various opportunities that include everything from real estate to hedge funds. We also do more niche-type asset classes. For example, we own private golf clubs and manufactured housing communities, and make those opportunities available to our qualified clients. We like to think we’re able to ‘dig into the weeds’ in direct investing in a way that some of our competitors might not be able to.”

  • “Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist with functionality of the platform.”

  • "Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."

  • “We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”

  • "Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”